+631.8%
IVV vs PODD
+767.5%
-135.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | -0.1% |
| 7D | +0.1% | +1.6% | -1.5% | -0.2% |
| 30D | +0.1% | +10.7% | -10.6% | -1.7% |
| 3M | +2.0% | +0.7% | +1.3% | +1.0% |
| 6M | +13.0% | -39.3% | +52.3% | +21.3% |
| YTD | +13.6% | -48.1% | +61.7% | +25.1% |
| 1Y | +20.1% | -57.4% | +77.5% | +36.4% |
| 3Y | +77.6% | -23.3% | +100.9% | +77.6% |
| 5Y | +82.5% | -51.3% | +133.7% | +92.4% |
| 10Y | +316.5% | +242.0% | +74.5% | +199.9% |
| All | +631.8% | +767.5% | -135.7% | +255.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling